Latest Institutional Sells of Ishares Tr (SHV)
This list provides information on the latest institutional transactions involving Ishares Tr (SHV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-833- 92.35% |
$91.5K - $92.1K
|
69
$7.61K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-815Closed |
$89.5K - $90.1K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-700- 17.87% |
$76.9K - $77.4K
|
3.22K
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-677- 11.5% |
$74.4K - $74.9K
|
5.21K
$575K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-600- 97.09% |
$65.9K - $66.4K
|
18
$1.98K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-190- 91.35% |
$20.9K - $21K
|
18
$1.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-163- 83.16% |
$17.9K - $18K
|
33
$3.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-46- 9.26% |
$5.05K - $5.09K
|
451
$49.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-18- 0.38% |
$1.98K - $1.99K
|
4.7K
$518K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-434K- 36.87% |
$47.7M - $47.9M
|
743K
$81.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-336K- 38.78% |
$37M - $37.1M
|
531K
$58.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-208K- 60.33% |
$22.9M - $23M
|
137K
$15.1M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-163K- 92.71% |
$17.9M - $18M
|
12.8K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-98.3K- 83.42% |
$10.8M - $10.9M
|
19.5K
$2.15M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-92.3KClosed |
$10.2M - $10.2M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-91.6K- 97.43% |
$10.1M - $10.1M
|
2.42K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.1KClosed |
$2.21M - $2.22M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.95K- 62.85% |
$765K - $768K
|
4.11K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-6.54K- 43.26% |
$719K - $722K
|
8.57K
$945K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.64K- 58.88% |
$290K - $291K
|
1.84K
$203K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 99.83% |
$199K - $200K
|
3
$331
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.44K- 30.5% |
$159K - $160K
|
3.29K
$363K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.44K- 19.74% |
$159K - $159K
|
5.86K
$646K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-953Closed |
$105K - $105K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-819- 25.55% |
$90.1K - $90.5K
|
2.39K
$263K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-654- 22.56% |
$71.9K - $72.3K
|
2.25K
$247K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-653- 13.06% |
$71.8K - $72.2K
|
4.35K
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-650- 22.41% |
$71.5K - $71.8K
|
2.25K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-544- 2.25% |
$59.8K - $60.1K
|
23.6K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 5.06% |
$44K - $44.2K
|
7.5K
$827K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-375- 1.47% |
$41.2K - $41.4K
|
25.1K
$2.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-360- 15.85% |
$39.6K - $39.8K
|
1.91K
$211K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-360- 6.38% |
$39.6K - $39.8K
|
5.28K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-279- 69.75% |
$30.7K - $30.8K
|
121
$13.3K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 10.0% |
$11K - $11.1K
|
900
$99.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 98.31% |
$6.38K - $6.41K
|
1
$110
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 2.33% |
$5.5K - $5.53K
|
2.1K
$231K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-97.4K- 89.29% |
$10.7M - $10.8M
|
11.7K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-42.6K- 91.07% |
$4.69M - $4.71M
|
4.18K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-31.5K- 53.73% |
$3.47M - $3.48M
|
27.1K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-28.7K- 14.95% |
$3.16M - $3.17M
|
163K
$18M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-20K- 68.6% |
$2.2M - $2.2M
|
9.14K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 88.89% |
$1.37M - $1.37M
|
1.55K
$171K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.48K- 15.16% |
$603K - $606K
|
30.7K
$3.38M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.64KClosed |
$291K - $292K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-1.81K- 39.91% |
$199K - $200K
|
2.73K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.8K- 40.0% |
$198K - $199K
|
2.7K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.12K- 37.12% |
$123K - $123K
|
1.89K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-740- 23.47% |
$81.4K - $81.7K
|
2.41K
$266K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-559- 14.47% |
$61.5K - $61.7K
|
3.3K
$364K
|
|